CA+US Parallel49
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Your Action Items

A prioritized checklist built from what you've actually entered across every tool on this site: deadlines, elections, and forms worth putting on your radar. Not a substitute for professional advice, just a way to keep track of what to bring up. If you've just changed something on another page, reload this one to pick up the update.

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This checklist builds itself from what you enter across the site's tools: account balances, benefit amounts, citizenship status. Start with the CoastFIRE Calculator, then come back here.

FBAR / FATCA threshold tracker

A running total of your foreign financial accounts against the FBAR and FATCA reporting thresholds: starting from the RRSP/TFSA/FHSA/RESP/non-registered balances you've entered on the CoastFIRE Calculator, converted to USD at your saved exchange rate. What counts, explained →
Combined foreign accounts, year-end
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FBAR threshold (any point in year)
$10,000
Your FATCA threshold (year-end)
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Your FATCA threshold (any point in year)
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❓ Glossary & how this list is built
FBAR
A FinCEN report (not a tax form) that US persons must file if the combined balance of their non-US financial accounts exceeded $10,000 at any point in the year.
FATCA
Foreign Account Tax Compliance Act: requires foreign banks to report US-person account holders to the IRS, and requires those account holders to file Form 8938 above a threshold that depends on filing status and where you live. Two independent tests, either one of which triggers filing: value on the last day of the year over $50,000 (single) / $100,000 (MFJ) if you live in the US, or $200,000 / $400,000 abroad; or the highest value at any point in the year over $75,000 / $150,000 in the US, or $300,000 / $600,000 abroad.
Exit tax (US)
The US's own departure tax (IRC Section 877A) for certain long-term Green Card holders or citizens who expatriate: can deem worldwide assets sold on the way out.

How is this list built? Every item here is triggered by something you've actually entered on another tool page: a non-zero balance, a benefit amount, a citizenship or Green Card answer. Nothing is guessed or assumed; the "See" links jump straight to the tool that produced each item.

Privacy & Data
Everything here is stored only in this browser (localStorage), never on a server: see the footer for the full picture of what does leave your device. "Erase everything" removes every input, saved scenario, and preference this site has saved here, including anything kept via the "Remember immigration status" opt-in on Moving Back to Canada. This can't be undone.
Next: Compare Scenarios: tweak a number and see the side-by-side impact on your plan.
Figures current as of 2026
  • 2026: CPP, OAS & Social Security maximums, HSA contribution limits, the capital gains inclusion rate, and moving-back thresholds are all updated for 2026.
  • Jan 2025: Social Security Fairness Act repeal of WEP/GPO reflected in the Benefit Timing amounts.
  • Last independently verified: August 2026, CPP/OAS/SS figures, RRSP withholding rates, and the 2026 US tax brackets checked directly against CRA, IRS, and SSA publications.